West Branch Capital’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $918K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $73.1K | Hold |
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|
2024
Q3 | $73.7K | Buy |
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|
2024
Q2 | $60.8K | Hold |
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|
2024
Q1 | $55K | Hold |
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|
2023
Q4 | $56.4K | Sell |
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|
2023
Q3 | $83.3K | Hold |
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|
2023
Q2 | $87.9K | Hold |
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|
2023
Q1 | $87.5K | Hold |
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|
2022
Q4 | $91.1K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $85K | Buy |
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|
2021
Q4 | $67K | Sell |
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|
2021
Q3 | $79K | Hold |
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|
2021
Q2 | $82K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.3M | Buy |
|